新能源汽车全价值链服务生态建设

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建设新能源汽车全价值链服务生态 告别投保难、维修贵、不敢买时代
Zhong Guo Qi Che Bao Wang· 2025-07-08 02:55
Core Viewpoint - The domestic new energy vehicle (NEV) industry is shifting its focus from research and manufacturing to the construction of a comprehensive service ecosystem across the entire value chain, as highlighted by the increasing sales and ownership of NEVs in China [3][5]. Group 1: Market Trends and Challenges - Monthly sales of domestic NEVs have consistently exceeded 1 million units since Q2 this year, with a penetration rate stabilizing above 40%, and the total number of NEVs in circulation surpassing 32 million [3]. - The implementation of vehicle replacement policies has led to a steady increase in the supply and transaction volume of second-hand NEVs [3]. - The industry is facing growing consumer pain points and challenges related to the use and circulation of NEVs, indicating a need for improved service ecosystems [3][5]. Group 2: Research Initiatives - The China Electromechanical Equipment Maintenance and Renovation Technology Association (CEMMTRA) has initiated the establishment of a New Energy Vehicle Power Battery Appraisal Committee and launched a research project on the comprehensive service ecosystem for NEVs [4]. - The research project will focus on nine major directions, inviting participation from various industry stakeholders and research institutions [4]. Group 3: Key Questions and Development Needs - The industry is addressing five critical questions regarding the implementation of the "3060" strategy, the standardization of the NEV aftermarket, the adaptation of the insurance market, the development of automotive circulation and remanufacturing, and enhancing the role of power batteries [5][6]. - The need for a standardized and transparent battery repair and replacement system is emphasized, as current practices lead to high costs and limited options for consumers [12][15]. Group 4: Solutions and Recommendations - To tackle the challenges in the insurance market, regulatory bodies have issued guidelines to enhance the quality of NEV insurance, aiming to improve product offerings and establish a high compensation risk-sharing mechanism [10]. - Establishing a warranty extension mechanism for power batteries is crucial to improve the circulation efficiency of NEVs and enhance consumer confidence [11]. - The industry is encouraged to develop a comprehensive battery repair and appraisal system to address high technical barriers and costs associated with battery maintenance [17].